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Massachusetts Society of CPAs (MassCPAs)
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CEO Corner

Dear Hannah,

I hope you all had a wonderful (and relaxing) Thanksgiving yesterday! With the end of 2021 in sight, and tax season on the horizon, I wanted to remind you of an important opportunity for our public accounting members to expand their practices and reach potential new clients before busy season begins.  

MassCPAs’ Find a CPA Directory is consistently one of the most requested services on masscpas.org, providing unmatched exposure to potential new business. In the last year, the Directory had over 8,800 visits – that’s over 8,800 opportunities to be discovered by individuals and businesses actively searching for a CPA firm. MassCPAs also promotes the Directory to the public throughout the year and last year over 68,000 viewers saw our ads. These are potential new clients looking for you!  

Make your practice stand out by joining the Find A CPA Directory. Join now and your firm will appear in our listings through December 31, 2022. For more information or to join, visit our website. For questions, contact Amanda Curtis via email or call 617.303.2424.  

Have a great weekend! 
 
Amy Pitter
MassCPAs President and CEO

Get Involved
Virtual Women's Mentoring Circles 
  • Woburn (12/1 and 1/5/2022)
  • Braintree (12/15)
  • Statewide (1/4/2022)
  • Boston (1/6/2022)
 
If you're interested in attending, please contact Jess Yu.
Get Involved Webinar (12/9)
Spend 30 minutes learning how to make the most of your MassCPAs membership! Join us on Thursday, December 9, for this FREE webinar to gain insight into our programs and how you can get involved. You'll learn about our CPE offerings, committees, conferences, roundtables, networking opportunities, benefits, resources and more! REGISTER

Small Firm Roundtables (12/14 - 12/17)
Connect with fellow small firm members in an open discussion about challenges and successes! We'll cover preparing for the upcoming tax season, staffing retention and when to hire new employees, technology that has aided your practice and much more! Please limit your registration to one location:
  • Andover | Tuesday, 12/14 | 12:00 p.m. | REGISTER
  • Braintree | Tuesday, 12/14 | 12:00 p.m. | REGISTER
  • New Bedford | Tuesday, 12/14 | 9:00 a.m. | REGISTER
  • Cape & Islands | Wednesday, 12/15 | 12:00 p.m. | REGISTER
  • Westborough | Wednesday, 12/15 | 9:00 a.m. | REGISTER
  • Western MA | Wednesday, 12/15 | 12:00 p.m. | REGISTER
  • Woburn | Thursday, 12/16 | 9:00 a.m. | REGISTER
  • Attleboro | Friday, 12/17 | 9:00 a.m. | REGISTER
Email Jill Foley with topics to discuss.
NEW! Out of State Virtual Roundtable (1/7/2022)
Have you moved or do you have plans to move out of the New England area and work remotely for your Massachusetts based firm? If yes, we are excited to offer you a new roundtable to connect with peers who have done the same. Please join us for our first meeting on Friday, January 7, 2022, from 12:00 – 1:00 p.m. EST. This group will be a sounding board for you to ask questions, share stories and hear advice from those who are experiencing similar situations. REGISTER

Email Jess Yu with topics to discuss.  
Virtual Conferences
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Our 2021 Virtual Federal Tax Camp is less than two weeks away! Our go-to tax guru Sue Smith, CPA, will discuss everything you need to know for a successful busy season, including the ARPA and Consolidated Appropriations Act of 2021, SBA PPP and EIDL loans, the CARES Act and more. 
REGISTER
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Join us December 13-14 for our Emerging Leaders Virtual Summit is less than a month away! This two half-day virtual conference will feature innovative, interesting and inspiring speakers and sessions that will get you ready to take the next steps in your career! REGISTER

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This could be free if you register by December 23! To learn more, click here or contact Julia Ekelund
 
Our annual State Tax Virtual Conference returns January 13-14, 2022! Join us for a two half-day virtual conference that is sure to set you and your organization up for a successful year! This is a great opportunity for you to learn about hot topics, meet experts in the field and boost your network. REGISTER
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This could be free if you register by December 30! To learn more, click here or contact Julia Ekelund
 
Our annual Nonprofit Virtual Conference returns January 20-22, 2022! Join us for a two half-day virtual conference that will provide you with the essential information you need to help guide your business and clients! REGISTER
Member News
AAFCPAs, Westborough, announced that BELLA AMIGUD, CPA, MST, STEPHEN LANZA, CPA, MSA, and DAN SEAMAN, CPA, were promoted to directors. The firm also announced that: 
  • BRITTANY ADRIKO, DAN FOSTER, VICTORIA MORIARTY, TOMAS PUEYO and GRETA WHELAN were promoted to supervisors 
  • ANGELINA AIJUN LU, CPA, MSA, and TOM PERRUNA, MPAc were promoted to managers 
  • NOELLE BERGER joined as a senior associate in the firm’s business and IT advisory practice 
  • CAROL BRADLEY joined as controller 
  • AARON DIAMOND, CPA, and GERRY DOIRON joined as managers 
  • LAUREN DUPLIN, CPA, was promoted to consulting CFO in the firm’s managed accounting solutions practice 
  • MARIA GLYNN joined as executive assistant 
  • ANTHONY HUDSON, CPA, RHONDA WILDER, CPA, and ROSS WINER, CPA, joined as supervisors 
  • GARRETT KELLEHER, MBA, joined as CFO in the firm’s internal finance department  
  • COURTNEY MAILLET joined as a sourcing specialist on the talent management team 
  • REBECCA NALESNIK joined as marketing coordinator 
  • PAMELA SEYMOUR, CPA, joined as a consulting controller in the firm’s managed accounting solutions practice 
  • JESSICA STANTON joined as a project coordinator 
E.J. CALLAHAN & ASSOCIATES, Quincy, announced that KAREN SHAFFER, CPA, MSA, MBA, was promoted to tax manager. The firm also announced that: 
  • MATT BROOKS joined as audit associate 
  • JOHN CAMPBELL, CPA, MST, joined as tax director 
  • ALEXANDRA DEGRACE, CPA, and ROBERT VANSCHALKWYK, CPA, MBA, were promoted to supervisors 
  • MICHAEL DREESZEN and CHASE LOHR were promoted to senior associates 
  • JOEY HUANG joined as an associate 
  • CHRISTINA SAADÉ joined as marketing director 
JOHNSON O’CONNOR, Wakefield, announced that PATRICK BEVINGTON, CPA, MST, was promoted to partner. The firm also announced that: 
  • JENNIFER GEROME joined as an administrative assistant 
  • NANCY PAPPAS, CPA, joined as a manager and ANDREY SUKHAREV joined as a supervisor in the firm’s tax department 
  • ALICIA RASPA, CPA, joined as a manager in the firm’s attest department 
  • LEAH WOOLEY joined the firm as a senior accounting associate in the firm’s client accounting services department 
MATRIX FINANCIAL, LLC, Wellesley, announced that LEANNA POLIDORO, CPA, MST, was promoted to partner. The firm also announced that YASMEEN KOUKI, CPA, MST, joined the firm as tax manager.

PKF O’CONNOR DAVIES, LLP New York, announced that DGC, LLP (formerly DiCicco, Gulman & Company), Boston, joined as a division of the firm. The new partnership reflects a formalized effort by PKFOD to bolster its advisory services across industries and drive growth in the New England market. 

QRGA, LLP, Norwood, announced that the firm has moved its headquarters from 1410 Providence Highway in Norwood to 220 Norwood Park South in Norwood.

ROSELLI, CLARK & ASSOCIATES, CPAs, Hopedale/Woburn, announced that the firm acquired GIUSTI, HINGSTON & COMPANY, Georgetown, – a long-time auditor of Massachusetts municipal entities, that consist of cities, towns, electric light departments, water utilities and school districts. The firm also acquired BILL FRAHER, CPA, Provincetown, a long-time auditor of Massachusetts municipal entities that consist of towns, electric light departments, pension systems, water utilities and municipal health insurance consortiums. 

TONNESON + CO, Wakefield, announced that JODY BOOTH joined as a tax director 

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MassCPAs The HUB
Latest HUB Discussions

Pass-Thru Entity Excise Tax (PTE)

S Corporation Distribution of Installment Notes and "Sting Tax"

Starting Salary

Sale of LLC Shares if LLC Elected S-corp Status
 
MassCPAs Votes
What is your favorite Thanksgiving dish?
Turkey and gravy
Mashed potatoes/sweet potatoes
Stuffing
Cranberry sauce
Pie!
*See the results in next week’s Friday@Five!

Last week's results:
 
Have you taken
our tax season
issues survey?
 
29% Yes
 
71% No

MassCPAs Legislative Brief

This week's newsletter featured the U.S. House of Representatives passing the $1.7 trillion Build Back Better Act (BBB), the MA DOR 
recently releasing FAQs for the elective PTE excise and more. 
 

Volunteer Opportunities
 
Tax Preparers, Quality Reviewers and Instructors for Satellite Session of SMOC Vita Site - Metrowest Legal Services

Form 990PF Filing - Penn Club of Boston, Inc.

Forensic Auditor - Cape Cod Camp Corporation

Board of Trustees - Puppet Showplace Theater
 

Job Postings
 
Senior Auditor - G.T. Reilly & Co. CPAs and Advisors

CPA - Hall & Company, CPAs

Senior Auditor - Daniel Dennis & Company LLP

    Staff/Senior Accountant - LMHS, P.C.
 

Per Diem Job Postings
 
Individual Tax Preparer - Wisdom Over Wealth

Tax Preparer - Darosa Tax and Business Services

Seasonal Experienced Tax Professional - Vaillette & Sipowicz LLC

Tax Preparer - G.T. Reilly & Company
 
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